Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding American Funds 2055 Target R6 in their Schedule of Assets, totaling $30.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $7.2M |
| 2 | DIALPAD INC. DIALPAD 401(K) PLAN | SAN RAMON CA | 516 | $28.9M | $5.8M |
| 3 | EQUALITY CHARTER SCHOOL EQUALITY CHARTER SCHOOL 401(K) RETIREMENT PLAN |
BRONX NY |
| 123 |
| $8.7M |
| $3.3M |
| 4 | NORTON LILLY INTERNATIONAL, INC. NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 473 | $37.0M | $1.8M |
| 5 | ALEXANDER WANG LLC ALEXANDER WANG LLC, 401K PLAN | NEW YORK NY | 196 | $11.0M | $1.4M |
| 6 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $1.2M |
| 7 | KOHN PEDERSEN FOX ASSOCIATES, P.C. KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NEW YORK NY | 389 | $104.9M | $1.1M |
| 8 | MERIDIAN PUBLIC CHARTER SCHOOL MERIDIAN PUBLIC CHARTER SCHOOL 401(K) PLAN | WASHINGTON DC | 118 | $4.0M | $889K |
| 9 | RISAS DENTAL MANAGEMENT LLC RISAS DENTAL & BRACES 401(K) PLAN | PHOENIX AZ | 366 | $5.3M | $815K |
| 10 | PATHSTONE CORPORATION PATHSTONE CORPORATION RETIREMENT PLAN | ROCHESTER NY | 510 | $18.6M | $677K |
